HIDDEN POTENTIAL OF 3 C COMMUNICATIONS WITH DATA

PRESENTER INFO Omari Dennis Student Administrative Business Analyst Office of Undergraduate Admissions, UNC-Chapel Hill

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL Nation’s first public university Ranked as the

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL Student Population 18, 350 undergrads 10, 785

UNC-CHAPEL HILL & ORACLE Currently In Production: People. Tools 8. 53 PS Interaction Hub

IN THIS SESSION… Overview of 3 C Communications 3 C Basic Use Case Setup

WHAT IS 3 C? Checklists Comments • Action Items • Document Lists • Appear

BASIC USE CASE UNC Eligibility Communications Eligibility Reminder & Ineligible and Probation Notifications Identify

3 C COMMUNICATIONS SETUP OVERVIEW Letter Code Report Definition Category and Context 3 C

GENERATED COMMUNICATION EXAMPLE: NOTIFICATION OF ACADEMIC PROBATION

THE POWER OF DYNAMIC TEMPLATES (THIS IS THE FUN PART!) Custom Data Sources via

RTF (RICH TEXT) TEMPLATE OVERVIEW BI Publisher Desktop (integrates with Microsoft Office) http: //www.

ADVANCED USE CASE: STRATEGIC TARGETED MESSAGES Academic Progress Report Communication Trying to craft better

ADVANCED USE CASE: A/B TESTING FOR USABILITY ASPSA Instructor Feedback Reports Academic Support Program

REVIEW! Overview of 3 C Communications 3 C Basic Use Case and Configuration Dynamic

THANK YOU HAVE FUN BUILDING 3 C COMMUNICATIONS!

CONTACT INFO Omari Dennis denniso@unc. edu Student Administrative Business Analyst Office of Undergraduate Admissions,

THIS PRESENTATION IS AVAILABLE FOR DOWNLOAD FROM THE CONFERENCE SITE AT HTTPS: //WWW. HEUG.

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HIDDEN POTENTIAL OF 3 C COMMUNICATIONS WITH DATA DRIVEN EMAIL TEMPLATES OCTOBER 3 -4 | SEARUG ALLIANCE 2016

PRESENTER INFO Omari Dennis Student Administrative Business Analyst Office of Undergraduate Admissions, UNC-Chapel Hill

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL Nation’s first public university Ranked as the best value in public higher education Strong, diverse student body Unique academic opportunities Leading research university Carolina Covenant makes college possible for lowincome students Annual University budget: $2. 4 billion (operating expenses in fiscal 2013 -14)

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL Student Population 18, 350 undergrads 10, 785 graduate and professional students Faculty and Staff 3, 696 faculty 8, 267 staff Degree Programs More than 70 majors and minors in 60 departments 68 doctoral programs 112 master's programs (as of June 2015)

UNC-CHAPEL HILL & ORACLE Currently In Production: People. Tools 8. 53 PS Interaction Hub 9. 1 PS Campus Solutions 9. 0 PS Financials 9. 1 PS HCM 9. 1

IN THIS SESSION… Overview of 3 C Communications 3 C Basic Use Case Setup & Configuration Learn about Dynamic Templates UNC-Chapel Hill 3 C Communication Projects Questions and Comments?

WHAT IS 3 C? Checklists Comments • Action Items • Document Lists • Appear in Student Center/To-Do List • Note associated with a person or organization Communicatio ns • Generated Emails or Letters • Template Based • Can include custom data from PSQuery

3 C COMMUNICATIONS

BASIC USE CASE UNC Eligibility Communications Eligibility Reminder & Ineligible and Probation Notifications Identify the appropriate population and notify Eliminate the manual process of queries and mass mail setup each term

3 C COMMUNICATIONS SETUP OVERVIEW Letter Code Report Definition Category and Context 3 C Engine Communication Generation For more information visit: http: //docs. oracle. com/cd/E 77219_01/cs 92 pbr 2/eng/cs/lscc/concept_Understanding. C ommunications. Setup-1 a 7515. html

LETTER CODE

REPORT DEFINITION

CONTEXT AND CATEGORY

3 C ENGINE

COMMUNICATION GENERATION

GENERATED COMMUNICATION EXAMPLE: NOTIFICATION OF ACADEMIC PROBATION

THE POWER OF DYNAMIC TEMPLATES (THIS IS THE FUN PART!) Custom Data Sources via PSQuery Data, Data… Template Configuration via Microsoft Word w/ BI Publisher Plugin Content Formatting Data Variables Logic via XSLT

DATA SOURCE CONFIGURATION

DATA SOURCE – QUERY EXAMPLE

RTF (RICH TEXT) TEMPLATE OVERVIEW BI Publisher Desktop (integrates with Microsoft Office) http: //www. oracle. com/technetwork/middleware/bi- publisher/overview/index. html XML Data Schema Like editing any other document!

XML DATA SCHEMA

RTF TEMPLATE EXAMPLE

ADVANCED USE CASE: STRATEGIC TARGETED MESSAGES Academic Progress Report Communication Trying to craft better messages to improve response rates Pros and Cons to this type of messaging APR Feedback Categories Warning (3 unique templates) Non-Warning (1 unique template) Links to Google Analytics Tracked Pages (“click through” rates)

ACADEMIC PROGRESS REPORTS

ADVANCED USE CASE: A/B TESTING FOR USABILITY ASPSA Instructor Feedback Reports Academic Support Program for Student Athletes previously collected feedback on paper using campus mail Use Enrollment Data to Create Student Lists Use MOD function on EMPLID to split populations for A/B Test Links to two separate Form Designs

INSTRUCTOR FEEDBACK REPORTS

REVIEW! Overview of 3 C Communications 3 C Basic Use Case and Configuration Dynamic Templates Overview Query and Template Building Advanced 3 C Communication Use Cases Academic Progress Reports – Strategic Messaging Instructor Feedback Request – A/B Testing

QUESTIONS AND COMMENTS?

THANK YOU HAVE FUN BUILDING 3 C COMMUNICATIONS!

CONTACT INFO Omari Dennis denniso@unc. edu Student Administrative Business Analyst Office of Undergraduate Admissions, UNC-Chapel Hill

THIS PRESENTATION IS AVAILABLE FOR DOWNLOAD FROM THE CONFERENCE SITE AT HTTPS: //WWW. HEUG. ORG/PAGE /US-ALLIANCE-CONFERENCEFILES NOTE: SESSIONS FROM PREVIOUS HEUG CONFERENCES ARE ALSO AVAILABLE.